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| Provider | Service type | Compensation |
|---|---|---|
PATHSTONE ADVISORS INC.5 years Service code 26 · EIN 27-1957427 | Advisory (Participants) | $39,637 |
SABEY CPA, PLLC5 years Service code 10 · EIN 83-2111556 | Accounting | $32,350 |
NWPS2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $27,405 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $4,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,513 | $54,674+12.5% | $76,089-19.2% | $74,429-17.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 8.46% | 31.89%-23.4pp | 360.94%-352.5pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $1,754 | $1,781-1.5% | $2,690-34.8% | $2,625-33.2% |
| Participant deferral / active EE | $445 | $3,071-85.5% | $4,259-89.5% | $4,348-89.8% |
| Admin fee / account holder | $608 | $2,238-72.8% | $6,418-90.5% | $1,944-68.7% |